Blue Ridge Associates
Posted 15 days agoVerified live 1d ago
New Business Consultant
Brief overview
Remote
UndergradOr in progress
$60k–$80k/yrStated range
3+ yrsMinimum
Retirement plan administrationThird Party Administrator (TPA) experiencePlan document reviewOnboarding processesPensionPro softwareFT William document softwareRecordkeeping platformsQKA certificationQKC certificationASPPA credentialsClient service
About the company
Blue Ridge Associatesoneblueridge.com
Blue Ridge Associates is an organization that provides strategic guidance, operational support, and tailored solutions.
Job description
Summary
Blue Ridge Associates is a leading retirement administration firm dedicated to helping people achieve financial security through innovative services. They are seeking a New Business Consultant to support the sales department and manage client onboarding, ensuring exceptional service and compliance throughout the process.
Responsibilities
- Coordinate onboarding for new 401(k), profit sharing, and defined contribution clients as assigned
- Gather required data and set up new clients in internal systems
- Ensure a smooth handoff from Sales to Onboarding to Plan Administration team
- Partner with advisors, CPAs, recordkeepers, and investment companies to execute onboarding tasks
- Monitor onboarding timelines, proactively addressing delays, risks, or missing information
- Coordinate investment company conversions for existing clients
- Serve as a resource to internal teams on sold business and onboarding requirements
- Prepare, review, and deliver plan documents, amendments, and restatements
- Ensure compliance with IRS, DOL, ERISA, and SECURE/SECURE 2.0 requirements
- Collaborate with internal technical experts on regulatory updates and document changes
- Monitor status of document work and proactively address delays or risks
- Review complex or customized plan provisions with accuracy and clarity
- Welcome new clients and referral sources, reinforcing Blue Ridge’s value and service model
- Prepare service agreements for prospective clients and partners
- Support the Sales team by maintaining strong relationships with advisors, CPAs, wholesalers, and other referral partners
- Assist in developing new referral sources and representing Blue Ridge well in all interactions
- Participate in client and advisor discussions to support onboarding and document needs
- Follow established workflows to ensure consistency, quality, and compliance
- Identify opportunities to improve processes, tools, and client experience
- Participate in working groups to enhance internal systems and service delivery
- Utilize PensionPro, FT William (FTW), and other internal platforms to manage onboarding and document tasks
- Contribute to company-wide initiatives that strengthen Blue Ridge’s work product and operational efficiency
- Provide timely, professional communication to clients, advisors, and internal partners
- Stay current on retirement plan rules, regulations, and industry trends through research, training, and continuing education
- Maintain a high standard of customer service, accuracy, and responsiveness
- Perform other tasks as assigned
Skills
- 3–5+ years of experience in retirement plan administration (TPA experience required)
- Strong knowledge of 401(k) plan design and compliance requirements
- Experience reviewing a variety of documents, including complex and customized plan documents
- Knowledge of onboarding processes
- Strong organizational and time management skills
- High attention to detail and accuracy
- Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection
- QKA, QKC, or other ASPPA credentials (or progress toward certification)
- Experience with FT William document software
- Experience working with various recordkeeping platforms
Qualifications
Must Haves
- 3–5+ years of experience in retirement plan administration (TPA experience required)
- Strong knowledge of 401(k) plan design and compliance requirements
- Experience reviewing a variety of documents, including complex and customized plan documents
- Knowledge of onboarding processes
- Strong organizational and time management skills
- High attention to detail and accuracy
- Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection
Nice to Haves
- QKA, QKC, or other ASPPA credentials (or progress toward certification)
- Experience with FT William document software
- Experience working with various recordkeeping platforms
Benefits
- REMOTE • 401(k) and Pension
- 401(k) with company match + HSA with company contribution
- Comprehensive benefits (medical, dental, vision, life, disability)
- Generous PTO for parental leave, vacation, and holiday time
- Support for certifications, association dues, and professional development
- Collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
